Small-Business CRM · for Freelancers & consultants
A self-hosted CRM for freelancers: leads, deals and follow-ups in one place
Every enquiry becomes a deal with a value, a stage and a follow-up date; every call and note lands on the company or contact it belongs to; the dashboard opens on what is due today. Installed on your own hosting, paid once, and yours to modify.
One-time payment · full source code · instant download · optional installation add-on · non-refundable
Sound familiar?
- Leads live in WhatsApp, email and a notebook, and the one that paid best is the one you forgot to follow up.
- CRM subscriptions price the free tier to push you into a plan built for sales teams.
- Spreadsheets have no follow-up reminders and no history of what was said.
- A won deal gets reopened, a lost one loses its reason, and the pipeline number means nothing.
How it works
- 1
Capture
Add the company and the contact, then the deal: value, who it is with, and the follow-up date. Enquiries from your website can be typed in within a minute.
- 2
Work the pipeline
Move deals through stages the system enforces — no jumping from New to Won, and Won or Lost deals stay closed. Losing a deal needs a reason, kept forever.
- 3
Open on what is due
The dashboard shows open pipeline value, win rate, won this month, and the follow-ups due today or overdue. Notes, calls, emails and meetings sit in one feed on every company, contact and deal.
Nothing is changed in your ad accounts automatically: every recommendation is approved and applied by you, and drafted campaigns arrive paused.
What you get
- Companies and contacts, with contacts optionally linked to a company
- Deals with a value, an owner and a follow-up date; a pipeline with enforced stage rules and a required loss reason
- One shared activity feed of notes, calls, emails and meetings, with stage changes logged automatically
- Dashboard: open pipeline value, win rate, won this month, follow-ups due today or overdue
- Company and contact pages that show their deals and activity in one place
- Full PHP + MySQL source code on your own hosting; one admin login; one-time purchase
The full list of what is in the download (8 items from the README) is on the product page.
Screenshots
From the application itself, with sample data.
A good fit if… and not if…
Good fit
- Freelancers and consultants with a few dozen active leads
- Anyone who wants a follow-up date on every deal and a history of every call
- Developers who want a clean base to extend for a client (Regular licence covers client work)
Not the right tool when
- Outbound email sequences or marketing automation — this is a companies/contacts/deals CRM
- Teams needing several logins with permissions (one admin login)
- Calendar sync or AI lead scoring
Questions freelancers & consultants ask
Is there a monthly fee?
No. One-time purchase of the source code; you host it. The only running cost is your hosting plan.
Can my assistant use it too?
There is one administrator login. Sharing it works for a small practice; separate logins would be a customisation (the source code is included; a PHP Guru can quote it).
Does it send emails?
No. It records emails, calls, notes and meetings as activities on the record; it does not send or sequence outbound email.
Can I import my existing leads?
The database is plain MySQL with a documented schema, so a spreadsheet can be imported through phpMyAdmin or a small script. There is no CSV import screen in this edition.
Can I resell it to clients?
Deploying it for a client is covered by the Regular licence; a hosted service or white-label needs the Agency licence.
Can I see it first?
Yes — the preview pages are real screens with sample data.